All
Another day, another donut, right? The markets are up slightly, with the Nasdaq leading the way up almost 3/4%. How many times have I written “Sandisk is up nicely” in the last week, even as the markets have been trading within a handful of percentage points of their lows?
All
I got a lot of great feedback about my “Revolution Investing Must-Reads” links column on Monday, so I’m going to start doing these links-with-Cody-commentary columns more often. Here’s what I’m reading today and a few thoughts about each headline: Bicycle Stability Versus Table
All
So yeah, like I said in the last post, I’m proudly sitting on my hands right now and letting our positions play out as we wait for our next set of pitches. That doesn’t mean that I don’t have a playbook and expectations about how this market
All
With one breath, with one flow, You will know Synchronicity A sleep trance, a dream dance, A shared romance, Synchronicity A connecting principle, Linked to the invisible Almost imperceptible, Something inexpressible Science insusceptible, Logic so inflexible Causally connectible, Yet nothing is invincible — The Police The markets and most stocks in
All
In the last few months, we’ve risked some capital on some quick trades, especially around earnings reports. Indeed, we traded the following stocks to the long side using call options before their respective reports: Apple Google Sandisk Marvell Ciena And we got pretty lucky on all of them, having
All
Quite a power move higher in the markets and most individual stocks this afternoon. Indeed, that’s the kind of stealth rally that can make the bears quiver in their boots. Someone’s quivering in their boots anyway: The calls in the portfolio continued to kick in again today, as
All
Here’s a list of my positions, both longs and shorts in approximate size from biggest to smallest: Longs – * Sandisk * Google * Apple * Riverbed * Cisco * Nuance * Microsoft * Cypress * Marvell * Autodesk * Ciena * DBA * Corning * Visteon * Adtran Shorts – * LPS * Wells Fargo * Cablevision * Live Nation * SLV As for the markets, well, so much for
All
The markets were down and down big to open the day. But the selling pressure lifted almost immediately and the Nasdaq even got itself green for a bit here. Sandisk tried to get back through $40, but got slapped down at $39.99. I’ve got a lot of that
All
Greece and the banks and Germany’s will to bail out other Euro countries. Have you heard?! These are the headlines that matter today…at least according to the mainstream media. I haven’t done a “Must-reads” posts with links in a while. Here’s some of what I’
All
Guys, I am having a real-hard time with my emotional state as we head into the tenth anniversary of 9/11. I’m going to step away from the markets and the economy and deal with some of my own issues here this weekend. Here’s something I wrote
All
“Endurance is one of the most difficult disciplines, but it is to the one who endures that the final victory comes.” — Buddha The markets have taken a nasty turn down intra-morning here. That said, it’s Friday….and I’ve heard more than one trader ponder outloud to me
All
There was a speech by some leader of the supposed “Free World” last night? Ah, yes. The Republican/Democrat Regime’s current puppet leader came out with a $500 billion corporate welfare program to further boost the biggest companies’ earnings last night. Corporate profits as a percentage of GDP were
